Sumitomo Chemical India (SUMICHEM) Q1 25/26 earnings summary

Executive summary

• Achieved record Q1FY26 revenue of ₹1,056.8 crore, up 26% year-over-year, with robust domestic demand and improved product mix driving growth.

• EBITDA rose 36% to ₹219.2 crore, and net profit increased 41% to ₹178.1 crore, reflecting operating leverage and margin expansion.

• Standalone and consolidated unaudited financial results for the quarter ended 30 June 2025 were reviewed and approved by the Board on 4 August 2025.

• The business is seasonal, with performance influenced by monsoon and climatic conditions.

• Early and surplus monsoon supported strong kharif sowing and channel inventory build-up, boosting agrochemical demand.

Financial highlights

• Standalone revenue from operations for Q1 FY26 was ₹10,480.69 million, up from ₹8,317.84 million in Q1 FY25 and ₹6,648.02 million in Q4 FY25.

• Consolidated revenue from operations for Q1 FY26 was ₹10,567.79 million, up from ₹8,388.87 million in Q1 FY25 and ₹6,794.21 million in Q4 FY25.

• EBITDA margin improved to 20.7% from 19.2% year-over-year.

• Net profit margin rose to 16.9% from 15.1% in Q1FY25.

• Basic and diluted EPS (consolidated) for Q1 FY26 was ₹3.57, up from ₹2.54 in Q1 FY25 and ₹2.00 in Q4 FY25.

Outlook and guidance

• IMD projects normal to above-normal monsoon for the remainder of the season, supporting positive outlook for kharif crop and agrochemical demand.

• Company’s performance is expected to remain seasonal, with results dependent on monsoon and climatic factors.

• Continued focus on differentiated offerings, digital engagement, and operational agility to sustain growth.